Investor who spied Nvidia AI thesis in ’16 has a new conviction call

Investor who spied Nvidia AI thesis in ’16 has a new conviction call

By Kim Khan
Publication Date: 2026-05-11 11:14:00

Lux Capital’s Josh Wolfe unveils “lifecording” investment strategy—AI wearables boom + arms-dealer component stocks (Himax, TDK, Nordic).